-53.2%
TE vs TECH
+37.5%
-90.6%
-94.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | 0.0% | +1.3% | +1.3% |
| 7D | -4.0% | +0.1% | -4.1% | -4.0% |
| 30D | -15.9% | +0.7% | -16.6% | -16.1% |
| 3M | -60.5% | +36.3% | -96.9% | -65.6% |
| 6M | -35.2% | +25.6% | -60.8% | -42.8% |
| YTD | -31.1% | +23.7% | -54.8% | -39.4% |
| 1Y | +148.6% | +37.6% | +111.0% | +102.4% |
| 3Y | -26.4% | -6.6% | -19.8% | -29.4% |
| 5Y | -48.0% | -42.2% | -5.8% | -46.2% |
| All | -53.2% | +37.5% | -90.6% | -53.5% |
Cumulative growth
Daily Returns
Daily percentage return beside TECH.
Daily Out/Under-Performance
Portfolio return minus TECH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TECH return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over all: compounded portfolio wealth divided by compounded TECH wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
all analysis · Full analysis span regression · 6 months rolling